Hannah Jordan Vickery
Investment adviser representative at Assetbuilder, Inc.
12 yearsExperience
1 stateRegistered in
$812.7MFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Assetbuilder, Inc.Mar 2020 to now
- Self EmployedJun 2018 to Dec 2020
- Mosel & Ginn PllcJan 2017 to Apr 2018
- Mims AccountingSep 2016 to Jan 2017
- Dallas Baptist UniversityDec 2014 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (TX).
Assetbuilder, Inc.
$812.7MAssets managed
720Clients
8Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7366136
- Firm CRD
- 142665